First Connect Insurance

Success Account Manager

$65,000 - $75,000 annuallyFull-time · Remote
✓ Verified live on the employer's own system · added 18 days ago
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Mid-level · 5+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 5+ years

Skills & tools

UpsellingSalesBusiness DevelopmentMarketingCommunicationsDisability Accommodations

Benefits — mentioned in this posting

Bonus / commissionHealth, dental & vision401(k) / retirementEquity / stockPaid time off
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Full job description

What You'll Do: - Serve as the primary point of contact for clients after onboarding - Develop and maintain strong relationships with key-stakeholders - Schedule, coordinate, and conduct agent training sessions - Identify opportunities for upselling, cross-selling, and new business development - Use data-driven analysis to identify trends and opportunities for growth - Collect and communicate feedback from training sessions to relevant departments to drive improvements - Improve agency production by training new agencies and identifying/removing obstacles affecting current production - Identify high performing agencies and work collaboratively with other internal teams to ensure a smooth transition to additional points of contact. - Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes What You'll Bring: - Bachelor's degree or equivalent work experience - 5+ years of experience marketing P&C insurance, including marketing to Independent Agents - Experience training and developing agency staff - Strong problem-solving and communication skills - Ability to evaluate agency qualifications for appointment and make recommendations for appointment or dismissal - Experience selling and marketing P&C personal lines and commercial products (homeowners and personal auto experience a plus) - Excellent written, oral, and presentation skills for both small and large groups - Active TDI P&C license required; CPCU and/or CIC designation desirable - Self-motivated and directed; able to work autonomously while collaborating effectively - Strong intellectual curiosity and desire to help others solve problems - Flexible and willing to do what is needed to get great work done Benefits & Perks: First Connect treats its team members with the same level of dedication and care as we do our customers, which is why we're fortunate to provide our team with: - Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families - A 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) - Equity - This position is eligible for equity

compensation - Training and Career Growth - Training and internal career growth opportunities - Flexible Time Off - You know when and how you should recharge The base pay range for this role is $65,000 - $75,000 annually, with target sales commissions totaling an additional $30,000 annually. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs, and market demands.

First Connect is an equal opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion. Applicants are considered solely based on their qualifications, without regard to an applicant's disability or need for accommodation. Any First Connect applicant who requires reasonable accommodations during the application process should contact the First Connect People Team to make the need for an accommodation known.

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This posting was published by First Connect Insurance on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.